Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Principal Funds, Inc-MidCap Fund | Jul 31, 2025 | 26.2M | 1.3B | 5.7% |
| Income Fund of America | Sep 30, 2025 | 22.4M | 1.1B | 4.8% |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | Sep 30, 2025 | 7.0M | 333.9M | 1.5% |
| NEUBERGER BERMAN ALTERNATIVE FUNDS-Neuberger Berman Long Short Fund | Sep 30, 2025 | 3.5M | 169.6M | 0.8% |
| Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF | Sep 30, 2025 | 998.3K | 47.7M | 0.2% |
| Intl Growth & Income Fd.-Intl Growth and Income Fd. | Sep 30, 2025 | 819.1K | 39.2M | 0.2% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | Aug 31, 2025 | 751K | 35.9M | 0.2% |
| Principal Variable Contract Funds, Inc-MidCap Account | Sep 30, 2025 | 537.5K | 25.7M | 0.1% |
| ADVISORS' INNER CIRCLE FUND-CIBC ATLAS EQUITY INCOME FUND | Jul 31, 2025 | 109.6K | 5.2M | 0.0% |
| Williamsburg Investment Trust-Davenport Balanced Income Fund | Sep 30, 2025 | 61.9K | 3.0M | 0.0% |
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